Since 1990, The Spaulding Group, Inc., an employee owned business, has had an increasing presence in the money management industry. Unlike most consulting firms that support a variety of industries, we focus on the money management industry.
Our involvement with the industry isn’t limited to consulting and GIPS verification. The Spaulding Group has broadened its offerings to include Training, Conferences, Interactive Forums, Research, and Publishing. We’re actively involved as members of the CFA Institute (formerly AIMR), the New York Society of Security Analysts (NYSSA), The European Investment Performance Committee (EIPC) and other industry groups. The Spaulding Group has also led the charge for the industry in the handling of error correction, attribution guidelines/ standards and Investment Performance Measurement Analyst Certification (since handed over to the CFA Institute).
Our president and founder, David Spaulding, regularly speaks at and/or chairs industry conferences and is a frequent author and source of information to various industry publications.
Our clients appreciate our industry focus and understanding of their business, their needs, and the opportunities to make them more efficient and competitive.
Meet our team
Founder and CEO
Patrick W. Fowler
President and Chief Operating Officer
Christopher D. Spaulding
Executive Vice President and Global Head of Strategy and Business Development
John D. Simpson, CIPM
Executive Vice President Western Region Operations
Executive Vice President
Senior Vice President- Editor
Jennifer Barnette, CIPM
todd juillerat, cfa
Senior Vice President
Vice President, Administration
Vice President - Sales
Vice President, Marketing and Business Development